Position in UBS
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$10,506
+$4,256 QoQ
Shares Held
212
+32.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#668
of 758 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026LRI Investments, LLC holds $22,699,940 across 19 Banks - Diversified names. UBS ranks #14 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
37,791 | $12,370,127 | |
| 2 | TD |
Toronto Dominion Bank
|
23,632 | $2,869,633 | |
| 3 | C |
Citigroup Inc
|
18,038 | $2,524,598 | |
| 4 | BAC |
Bank Of America Corp /De/
|
41,153 | $2,344,897 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
26,002 | $2,148,805 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
9,676 | $192,455 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
392 | $56,685 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
307 | $54,246 |
All Filings in UBS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,506 | 212 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $6,250 | 160 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $6,204 | 134 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $5,494 | 134 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $3,720 | 110 | Shares | Sole | 2025-07-25 | |
| No filing history on record for this holder in this stock. | ||||||